Our operations director has a very high Fact Finder score on the Kolbe Index and is trying to turn our weekly Scorecard into a massive data analysis dashboard. How do we keep our weekly data simple and actionable for the rest of the leadership team without alienating our detail-oriented team members?

Question

Tyler Smith · Accepted Answer

High Fact Finders have a natural conative drive to gather detailed data and research historical trends, which is a massive asset for your business. However, when they design the leadership team Scorecard, they tend to create an overwhelming spreadsheet that paralyzes everyone else.

The purpose of an EOS® Scorecard is not deep analysis. It is an early warning system. It should contain only five to fifteen high level numbers that give you a pulse on the company.

To manage this dynamic, ask your operations director to keep their detailed dashboards within their own department. They can track fifty metrics with their direct reports if they choose. But on the leadership team Scorecard, they must distill that data down to the single most critical leading indicator for operations, such as weekly capacity utilization.

Explain that a clean, simple Scorecard allows the leadership team to spot problems in seconds during the weekly Level 10 Meeting™, leaving more time for solving issues. By respecting their need for detailed data while maintaining a strict limit on the leadership Scorecard, you keep the business moving fast.